Year-End Tax Planning Checklist for Executives

As we approach the final stretch of the year, many of our clients—especially corporate executives—are facing some of the most impactful financial decisions they’ll make all year. The fourth quarter is the season to tighten up benefit elections, fine-tune cash flow strategies, and make smart tax decisions that can ripple into future years.

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2 Tax Planning Strategies for High Income Earners

There are many tax planning strategies that high income earning households should consider With the top income tax rate at 39.6 percent, it is becoming increasingly important for people to be savvy about their tax-saving strategies. In many ways, finding tax advantages for people in the higher income brackets is a constant challenge.

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